VANGUARD INDEX FDS

Ticker: VB CUSIP: 922908751 Class: Exchange Traded Fund

Roberts Wealth Advisors, LLC's Holding History (CIK: 0001885319)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 49,198 Value ($000) $12,691 Avg Close — Range —
Q3 2025
Shares 48,357 Value ($000) $12,296 Avg Close — Range —
Q2 2025
Shares 48,324 Value ($000) $11,452 Avg Close — Range —
Q1 2025
Shares 47,505 Value ($000) $10,534 Avg Close — Range —
Q4 2024
Shares 53,281 Value ($000) $13,098 Avg Close — Range —
Q3 2024
Shares 50,562 Value ($000) $11,889 Avg Close — Range —
Q2 2024
Shares 49,418 Value ($000) $10,679 Avg Close — Range —
Q1 2024
Shares 47,697 Value ($000) $10,194 Avg Close — Range —
Q4 2023
Shares 45,515 Value ($000) $28 Avg Close — Range —
Q3 2023
Shares 42,598 Value ($000) $7,976 Avg Close — Range —
Q2 2023
Shares 41,286 Value ($000) $8,211 Avg Close — Range —
Q1 2023
Shares 41,457 Value ($000) $7,724 Avg Close — Range —
Q4 2022
Shares 40,886 Value ($000) $7,462 Avg Close — Range —
Q3 2022
Shares 44,789 Value ($000) $8,088 Avg Close — Range —
Q2 2022
Shares 43,573 Value ($000) $7,910 Avg Close — Range —
Q1 2022
Shares 42,860 Value ($000) $9,186 Avg Close — Range —
Q4 2021
Shares 41,196 Value ($000) $9,370 Avg Close — Range —
Q3 2021
Shares 39,131 Value ($000) $8,557 Avg Close — Range —